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Fortitude Family Office’s Lloyds Banking Group LYG Stock Holding History

Fortitude Family Office’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.46K Hold
1,279
– – ﹤0.01% 900
2026
Q1 		$6.43K Sell
1,279
-17
-1% -$93 ﹤0.01% 827
2025
Q4 		$6.87K Hold
1,296
– – ﹤0.01% 704
2025
Q3 		$5.88K Hold
1,296
– – ﹤0.01% 759
2025
Q2 		$5.51K Sell
1,296
-395
-23% -$1.57K ﹤0.01% 761
2025
Q1 		$6.46K Hold
1,691
– – ﹤0.01% 661
2024
Q4 		$4.6K Hold
1,691
– – ﹤0.01% 867
2024
Q3 		$5.28K Hold
1,691
– – ﹤0.01% 774
2024
Q2 		$4.62K Hold
1,691
– – ﹤0.01% 618
2024
Q1 		$4.38K Hold
1,691
– – ﹤0.01% 669
2023
Q4 		$4.04K Buy
+1,691
New +$3.62K ﹤0.01% 760

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fortitude Family Office's LYG Position: Q2 2026 in Review

Fortitude Family Office held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 1,279 shares worth $7.46K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Fortitude Family Office first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Fortitude Family Office held 1,279 shares of Lloyds Banking Group worth $7.46K as of Q2 2026.
  • Fortitude Family Office left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #900 holding.
  • Fortitude Family Office first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.